UPCOMING WEBINARS AND EVENTS

upcoming webinars

TUESDAY - JANUARY 18, 2022

Tax Favorability of traditional Long Term Care
11:00 am - 11:45am ET

Presented by Mutual of Omaha
Details...

  • Tax Benefits to "Pass Through" companies
  • Review of Executive Carve Out
  • Partnership Program Options
  • Overview of our Common Employer 5% Discount Qualifications
  • Tax Related Sales Ideas
  • Q & A

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WEDNESDAY - JANUARY 19, 2022

2022 Hottest Products – Life and Annuity
2:00 - 3:00 pm ET

Presented by American National

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Lifetime Income Choice Rider- Max Income Focus
2:00 - 2:30 pm ET

Presented by AIG

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THURSDAY - JANUARY 20, 2022

Increasing the Transfer Rate Using Life Insurance
A quick 10 Minute Sales Concept to Increase Generational Transfers
2:00 pm ET

Presented by Lincoln Financial
Details...Join Lincoln as they discuss the SECURE Act and how it impacts the IRA stretch provision:

  • What has changed for beneficiaries?
  • How can you maximize the transfer?
  • Identifying potential client prospects and where to start.
  • Lincoln resources to help facilitate the conversation.

ADD TO YOUR CALENDAR

Policy Review and Mirrored Loans
Help boost your practice by adding the mirrored loan strategy to your suite of solutions
2:00 pm ET

Presented by Prudential
Details...Attend this business-building webinar to:

  • Get the fundamentals of the mirrored loan strategy—how to prevent a client’s policy from lapsing and subjecting the client to an unexpected tax bill by completing a 1035 exchange to a new policy and mirroring the loan
  • Tour two case studies to see how the strategy can help clients
  • Discover Prudential’s specific requirements and competitive advantages when implementing a mirrored loan strategy

RESERVE YOUR SPOT

TUESDAY - JANUARY 25, 2022

PIMCO Global Optima Index - GLOBAL BLEND STRATEGY
2:00 pm ET

Presented by AIG
Details... learn how your clients may benefit from this strategy.
Dial-in: 1-469-210-7159 Meeting # (access code): 2310 013 0794 Password: aig123

ADD TO YOUR CALENDAR

JOIN THE MEETING

THURSDAY - JANUARY 27, 2022

ML Strategic Balanced Index - BLEND STRATEGY
2:00 pm ET

Presented by AIG
Details... learn how your clients may benefit from this strategy.
Dial-in: 1-469-210-7159 Meeting # (access code): 2316 128 0179 Password: WEb5pSe3W3i

ADD TO YOUR CALENDAR

JOIN THE MEETING

WEDNESDAY - FEBRUARY 9, 2022

NEW! AIG Marketing Partnership Programs
2:00 - 2:30 pm ET

Presented by AIG

REGISTER HERE

WEDNESDAY - FEBRUARY 23, 2022

Income Savvy
2:00 - 2:30 pm ET

Presented by AIG

REGISTER HERE